Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delia? Claim Your ProfileDelia Kate Oldak is a financial advisor with Beacon Pointe Advisors, LLC in Summit, New Jersey. Delia has been working in the financial industry since 2017 and holds Series 7TO, Series 63, and SIE licenses. Delia's professional experience includes roles at Legg Mason Investor Services LLC, Legg Mason & Co, and Fidelity Brokerage Services. Delia is a Certified Financial Planner and offers financial planning, consulting services, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
10/12/2022 - Present
Beacon Pointe Advisors, LLC (Summit NJ)
NY
09/19/2019 - 03/21/2022
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
01/01/2019 - 09/12/2019
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
BC
Issued 03/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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